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Archive for the ‘Saturday Night Quarterback’ Category

Saturday Night Quarterback says, For the week ahead expect…

... massive demonstrations in the streets of Hong Kong to continue, the People's Liberation Army (PLA) to threaten violent repression of the demonstrations, the official rhetoric of the Beijing government and its official media organs to put even more blame on the United States and its agents, and global financial markets to continue to ignore […]

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Saturday Night Quarterback says, For the week ahead expect…

... all attention on the Federal Reserve. The U.S. central bank meets on March 19 and 20 with the interest-rate setting Open Market Committee to meet and report on March 20. There is almost no chance that the Fed will either raise or lower interest rates at this meeting. On Friday, March 15, the CME […]

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Saturday Night Quarterback says, For the week ahead expect…

... the market to move with the slightest news from the talks between U.S. and Chinese trade negotiators set to run Monday and Tuesday this week in Beijing. These are working level talks, led on the U.S. side by Deputy Trade Representative Jeffrey Gerrish. But they're extremely important to the financial markets. Friday's bounce had […]

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Trick or Trend: The markets think the Powell Put is on; are the markets correct about the Fed?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday  this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today's big bounce in U.S. stocks was initially built on a huge jump in employment […]

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Saturday Night Quarterback says, For the week ahead expect…

... words to count. Big time. Everyone, including my Aunt Tilly, expects that the Federal Reserve will raise its benchmark interest rate 25 basis points at the Wednesday, December 19, meeting of the Open Market Committee. The CME FedWatch tool, which uses prices in the Fed Funds Futures market to calculate the odds of a […]

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Saturday Night Quarterback says, For the week ahead expect…

... the big earnings story of the week to be the Thursday, October 25, report for the third quarter from Amazon (com). Amazon is expected to deliver another hugely positive quarter with the Wall Street consensus calling for $3.07 per share in earnings, up from 52 cents a share in the third quarter of 2017. […]

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Saturday Night Quarterback says, For the week ahead expect…

... economic news. Lot of economic news. It is the beginning of the month after all so we're due for all the data dumps from September. We get the Institute for Supply for Management's Purchasing Managers Index for Manufacturing (on Monday)  and Services (on Wednesday.) Both indexes have been extremely strong lately with readings of […]

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Saturday Night Quarterback says, For the week ahead expect…

... excitement? Nah. How about confirmation of what everyone already "knows" from the Federal Reserve. The Fed's interest rate setting body, the Open Market Committee, meets on Wednesday and is widely expected to announce that U.S. central bank will raise short term interest rates by 25 basis points to 2.125% from the current 1.875%. How […]

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Saturday Night Quarterback says, For the week ahead expect…

...U.S. stocks to move in lockstep with news from the U.S.-China tariff war. As the last week emphatically demonstrated, right now U.S. stocks go up on days when there's news that suggests the two sides will resolve their conflict short of an all out war. This past week that happened when the Wall Street Journal […]

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Trick or trend: The U.S. Treasury market is a dangerous mess last the short end–what will the Fed do to fix it?

Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. If you've been watching the Treasury market at all, it's probably been with an […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.